Kestra Advisory Services’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,759
| Closed | -$246K | – | 2255 |
|
|
2022
Q2 | $246K | Sell |
7,759
-42,712
| -85% | -$1.35M | ﹤0.01% | 1765 |
|
|
2022
Q1 | $2.49M | Sell |
50,471
-7,993
| -14% | -$394K | 0.03% | 601 |
|
|
2021
Q4 | $3.73M | Sell |
58,464
-6,456
| -10% | -$412K | 0.04% | 461 |
|
|
2021
Q3 | $5.72M | Sell |
64,920
-1,186
| -2% | -$105K | 0.06% | 344 |
|
|
2021
Q2 | $8.08M | Buy |
66,106
+1,841
| +3% | +$225K | 0.09% | 244 |
|
|
2021
Q1 | $8.33M | Sell |
64,265
-1,899
| -3% | -$246K | 0.11% | 227 |
|
|
2020
Q4 | $8.63M | Buy |
66,164
+3,762
| +6% | +$491K | 0.1% | 226 |
|
|
2020
Q3 | $6.34M | Buy |
+62,402
| New | +$6.34M | 0.12% | 206 |
|